Filed December 8, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,856 | $168,635+45.2% | $147,617+65.9% | $125,389+95.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.07% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $10,094 | $6,252+61.4% | $5,564+81.4% | $4,866+107.4% |
| Participant deferral / active EE | $6,470 | $5,507+17.5% | $4,895+32.2% | $5,352+20.9% |
| Admin fee / account holder | $26 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |